See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,241 | $90,348-41.1% | $75,972-29.9% | $145,922-63.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.99% | 620.88%-611.9pp | 359.55%-350.6pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,717 | $3,311-48.1% | $2,685-36.0% | $4,660-63.1% |
| Participant deferral / active EE | $4,734 | $5,162-8.3% | $4,255+11.2% | $6,688-29.2% |
| Admin fee / account holder | $1,531 | $8,467-81.9% | $6,467-76.3% | $13,397-88.6% |